One year ago, I told you that "disinflationary" or "non-recessionary" rate cuts were bullish for risk assets.
If you listened to me, you printed money.
Today, I'll be sharing my thoughts on the upcoming rate cut environment & what it means for investors, for free.
Link in bio.

The Fed is not cutting because of weakness.
They are cutting to prevent material weakening.
That's why I've been referring to this upcoming rate cut cycle as "disinflationary" or "non-recessionary" rate cuts.
Factually, absent of a recession/crisis, these cuts are bullish.

Caleb Franzen

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